FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
- There are a number of startup bookkeeping providers who claim to do “automated” bookkeeping or automated accounting. We've noticed more & more that customers coming from these automated vendors aren't able to reliably produce GAAP-based, accrual financial statements. Deferred revenue, customer prepays, fixed asset schedules, upfront payments for SaaS software - these are items that need to be split out to produce accurate, accrual accounting. - Are there cheaper companies out there? Maybe! But will those individuals or companies make you feel 100% safe, confident & proactive about your business' financials? With us - you get what you pay for - and we don't skimp on time, quality, technology or expertise in delivering white glove services. - We're a true "one-stop-shop" for all of your tax, accounting, payroll and strategy needs, so you don't have to hire multiple full-time employees + additional outside/3rd parties to do what we do all under one roof. Without the overhead of FT salaries and various 3rd parties (that may or may not communicate with one another), you're more likely to SAVE money and time with us. - We also utilize the best, top-of-the-line technology to ensure that our work is always accurate, timely and impactful. Many big firms and old school accountants are admittedly late tech adopters - meaning they don't feel comfortable utilizing the new tools that can provide business owners with MORE info, BETTER insights and FASTER advice to help them pivot proactively vs. reactively.
- What is your typical process for working with a new customer?
Onboarding typically involves many different tasks, and the scope is different for every client based on the services they've signed up for, and any accounting clean-up or catch-up work that was scoped and required initially. That said, our clients can typically expect to remain with their Onboarding Accounting Specialist for a minimum of 30 days, and a maximum of 90-120 days (again, depending on the scale of accounting cleanup/catchup work involved). During this time, we also go the extra mile to document all of your business' critical operational and financial processes (intricately) that ultimately affect our day-to-day and month-end close processes. At the start of onboarding, we will ask to get view-only access to a lot of your bank accounts, critical systems (CRM, Payroll, Invoicing/quoting, Inventory, project management, etc.) that we need to derive data from and/or cross reference on a regular basis. This has to be done first, over a LIVE ZOOM call, so we can work around 2FA authentication issues and prevent lengthy back-n-forth correspondence over email (which proves unproductive).
- What education and/or training do you have that relates to your work?
Multiple CPA licenses in-house QBO ProAdvisors Xero Certified Brand Ambassador Fathom Certified Gusto Accelerator & People Advisory Certified